Small Business Management Excel Template | CRM, Invoicing, Inventory & Job Profitability

Overview

Run the day-to-day side of your business from one organized Excel system. The Small Business Management Pack is designed for small businesses that need more than a basic income-and-expense spreadsheet. It brings customer management, sales, projects, scheduling, invoicing, purchasing, inventory, expenses, reporting, and business documents together in one coordinated package. This is the Excel Edition and includes both a CLEAN workbook for your own business data and a DEMO workbook so you can see how the system is intended to work before entering your information.

WHAT’S INCLUDED

• 2 Excel workbooks — CLEAN + DEMO
• 45-sheet business management system
• Business Dashboard with charts and key metrics
• Daily Dispatch operational view
• Leads, customers and contacts
• Projects, tasks and scheduling
• Customer assets and maintenance tracking
• Estimates and estimate line items
• Invoices and invoice line items
• Payments, deposits and credits
• Products and services
• Vendors and purchase orders
• Vendor bills and expenses
• Inventory and stock movements
• Revenue and monthly financial reporting
• Accounts receivable and accounts payable tracking
• Job profitability reporting
• Sales tax summary
• Short-term cash outlook
• Sales funnel reporting
• Archive and rollover tools
• 21 editable Word business forms
• 21 matching fillable PDF forms
• Excel Edition User Guide
• START HERE guide
• License and usage information

INCLUDED BUSINESS FORMS

The included Word and fillable PDF forms cover: Service Request / Intake, Work Order, Diagnostic Report, Estimate / Quote, Additional Work Authorization, Technician Service Report, Equipment Service Record, Job Completion / Sign-Off, Return Visit / Follow-Up, Warranty / Callback, Invoice, Preventive Maintenance Checklist, Purchase Order, Customer Statement, Payment Receipt, Credit Memo / Refund, Vendor Bill / Expense Record, Timesheet / Time Record, Delivery / Material Receipt, Customer Asset / Equipment Record, and Maintenance / Service Agreement.

BUILT FOR REAL BUSINESS OPERATIONS

This pack is intended to help connect the different parts of running a small business instead of keeping customers, jobs, invoices, vendors, expenses and inventory in unrelated spreadsheets. Use the Dashboard for a high-level view of the business, Daily Dispatch for current work, customer and project sheets for workflow management, and the financial reporting sheets to follow revenue, expenses, receivables, payables and job profitability. The included business documents can be used alongside the workbook for customer-facing and internal paperwork.

FILE FORMAT

Excel Workbooks: .xlsx Editable Forms: .docx Fillable Forms: .pdf Delivery: ZIP digital download Macros: None The Excel workbooks are macro-free and do not require VBA.

DIGITAL DOWNLOAD

This is a digital product. No physical item will be shipped. After purchase, download the ZIP file, extract its contents, and begin with START_HERE.pdf and the included User Guide. The DEMO workbook contains sample information to help demonstrate the system. Use the CLEAN workbook when setting up your own business.

PLEASE NOTE

This product is a business management and organizational tool. It is not payroll software and is not a substitute for professional accounting, tax, legal, or compliance services. Because this is the Excel Edition, Microsoft Excel is the intended spreadsheet application.

LICENSE

Your purchase includes a license for use by one business entity. You may customize the files for your own business and share them internally with employees or contractors working for that business. Completed documents may be provided to your customers and vendors. The source templates, workbooks, forms, and substantially unchanged versions may not be resold, redistributed, sublicensed, published, or given away.

File details

1 ZIP